An Innovative Middle Market Investment Bank

Founded in 2007, Compass Point is a leading independent, full-service investment bank serving the needs of middle market businesses and their investors.

Unique in today’s commoditized investment community, we offer personalized service and an unwavering commitment to helping our clients achieve their goals. We recognize that our success is measured by the success of our clients.

Whether you are seeking investment banking, advisory, specialized research or high-touch execution services, we have the experience and expertise to help you achieve your goals.

OUR CAPABILITIES

We have the expertise and resources to provide trusted advice and a comprehensive array of financial services in the following areas:

Our Values

At Compass Point, we adhere to a core set of values that shape how we do business, and treat our clients and employees:

  • Focus on the success of our clients and avoid conflict of interests
  • Build long-lasting professional and personal relationships with our clients
  • Conduct ourselves with integrity and show respect for clients and colleagues
  • Attract and retain the most talented people and inspire them to be creative and collaborative
  • Promote a culture that recognizes that our employees are our most valuable assets

Firm Overview